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Walt Disney
DIS

Overview Fund Activity

2,974 hedge funds and large institutions have $115B invested in Walt Disney in 2023 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 924 increasing their positions, 1,451 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,974
Holders Change
+169
Holders Change %
+6.02%
% of All Funds
43.59%
Holding in Top 10
62
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.98%
% of All Funds
0.91%
New
364
Increased
924
Reduced
1,451
Closed
148
Calls
$4.27B
Puts
$4.69B
Net Calls
-$417M
Net Calls Change
-$189M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$892M
3
Citadel Advisors
Citadel Advisors
Florida
+$572M
4
VH
ValueAct Holdings
California
+$459M
5
State Street
State Street
Massachusetts
+$278M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$311M
2
Goldman Sachs
Goldman Sachs
New York
-$273M
3
Northern Trust
Northern Trust
Illinois
-$221M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$212M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
2701
Kaydan Wealth Management
Michigan
$206K +$206K +2,280 New
WA
2702
WESPAC Advisors
California
$205K -$26.2K -290 -11%
FBC
2703
Fairfield, Bush & Co
Connecticut
$205K -$385K -4,262 -65%
CSB
2704
City State Bank
Iowa
$205K -$42K -466 -17%
WW
2705
Westshore Wealth
California
$205K +$205K +2,269 New
GF
2706
Gries Financial
Ohio
$205K +$205K +2,266 New
MFC
2707
Morris Financial Concepts
South Carolina
$204K +$204K +2,263 New
PE
2708
Point72 Europe
United Kingdom
$204K +$204K +2,262 New
B
2709
Bellecapital
Switzerland
$204K +$204K +2,255 New
MWA
2710
MN Wealth Advisors
Kansas
$203K +$203K +2,252 New
SAM
2711
S.A. Mason
Michigan
$203K – – –
AIM
2712
AHL Investment Management
Florida
$203K +$203K +2,249 New
AA
2713
Acorns Advisers
California
$203K +$203K +2,252 New
MFWP
2714
Mosaic Family Wealth Partners
Missouri
$203K -$25.4K -281 -11%
SWP
2715
Summit Wealth Partners
Florida
$202K +$202K +2,239 New
BCM
2716
Buckhead Capital Management
Georgia
$202K +$202K +2,234 New
SWC
2717
Spectrum Wealth Counsel
Indiana
$202K +$202K +2,232 New
WPA
2718
Winning Points Advisors
Florida
$202K +$202K +2,232 New
KWM
2719
Keebeck Wealth Management
Illinois
$201K +$201K +2,222 New
AT
2720
Arden Trust
Delaware
$201K -$36.3K -402 -15%
SFFS
2721
Stonehage Fleming Financial Services
Jersey
$201K -$6.72M -74,469 -97%
LSC
2722
Lesa Sroufe & Co
Washington
$201K +$201K +2,231 New
TW
2723
Towerpoint Wealth
California
$201K +$201K +2,225 New
TIM
2724
Tortoise Investment Management
New York
$196K – – –
CQS
2725
Credential Qtrade Securities
$194K -$14.5K -161 -7%
107 108
109
110 111